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Account Menu

How to navigate the Account Menu

Dex McPake avatar
Written by Dex McPake
Updated over 9 months ago

The Account Menu can be accessed by clicking on your account name at the top of the navigation menu:

Account details

At the top of the menu is the account details, if you select this it will give you the details of the particular account you are on.

Here you can:

  • View the account's name

  • Edit the account's logo - here you can change your account logo to match your business logo. Upload a minimum 512 x 512px image in JPG or PNG file format

  • See the account's creation date

  • Edit Currency - the main currency displayed throughout the account

  • Edit E-commerce metrics (ACV and conversion rate) used in Market Intelligence

  • View Account ID number

  • View Account URL

If you have the 'manage users' privilege, you can invite users to join your account here. You can also invite users in bulk

You can also select 'manage users' to change user privileges. You will need admin privileges to make these changes

Switch Account

If your business has multiple accounts with Pi, use this to quickly switch between them.

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